GWM

Greenwich Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 60.34%
This Quarter Est. Return
1 Year Est. Return
+60.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$751M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$17.5M
3
+$5.99M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3M
5
WBT
Welbilt, Inc.
WBT
+$1.01M

Top Sells

1
+$61M
2
+$29.7M
3
+$19.8M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$9.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.63M

Sector Composition

1 Financials 16.24%
2 Materials 13.38%
3 Technology 11.45%
4 Energy 8.34%
5 Real Estate 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,335
227
– –
-3,196
228
– –
-10,000
6 7 8 9
10